Top Tech Jobs & Startup Jobs in Los Angeles, CA

Provides personalized financial guidance to clients across borrowing and banking products. Builds and deepens client relationships, conducts meetings, recommends customized solutions, manages outreach and pipelines, handles referrals, and supports client requests. Partners with financial center leaders to coach associates and deliver strong client experiences while balancing sales performance, operational risk, and relationship care.

Provides personalized financial planning and investment guidance to clients, recommending brokerage, banking, and managed-money solutions. Responsibilities include reviewing financial goals, building plans, referring clients to internal specialists, developing new relationships, managing risk, and supporting sales goals. Requires securities licensing, investment and financial-services experience, regulatory diligence, and completion of required training. The role is primarily in-office, Monday through Friday, with some Saturday availability.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage product recommendations, banking and investment strategies, referrals, and relationship development. The role also identifies new client opportunities, manages risk, supports referral partners, and completes required licensing and training. It requires Series 7 and Series 66 licenses, or Series 63/65 combinations, along with investment and financial services experience.

Provides personalized financial planning and investment recommendations to clients, including brokerage, banking, and money management solutions. Manages client leads, referrals, relationship development, risk controls, and financial center clientele while meeting performance goals. Requires securities licensing, investment and financial services experience, regulatory compliance, and strong communication skills. The role is primarily in-office, Monday through Friday, with some Saturday availability.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and managed-money solutions. Responsibilities include assessing goals, developing financial plans, triaging requests, making internal referrals, acquiring clients, managing risk, and supporting referral partners. Requires securities licensing, investment-industry experience, regulatory compliance, and strong client relationship and sales skills.

Provides personalized financial planning and investment recommendations to clients, including brokerage, banking, and managed-money solutions. The advisor triages requests, refers clients to internal partners, develops new relationships, manages risk, and supports financial goals. The role requires Series 7 and Series 66 licenses, investment and financial-services experience, regulatory compliance, client relationship skills, and availability for weekday and occasional Saturday schedules.

Provides personalized financial planning and investment advice to clients, recommending brokerage, banking, and managed-money solutions. Builds financial plans, identifies client needs, makes internal referrals, develops new client relationships, manages risk, and supports referral partners. Requires securities licensing, investment knowledge, regulatory compliance, and strong sales and relationship-management skills.

Provides personalized financial advice and investment solutions to clients, including financial planning, brokerage product recommendations, banking strategies, referrals, and client relationship management. The role develops new client opportunities, supports referral partners, manages risk, completes required licensing and training, and works toward financial and sales goals in a branch-based environment.

Develop and manage a book of high-net-worth clients by identifying financial needs, building relationships, sourcing prospects, recommending suitable investment products, and delivering comprehensive wealth-management advice. The role includes prospecting, referrals, client reviews, account servicing, KYC compliance, documentation in Salesforce, collaboration with specialists, mandated training, and performance-based business development.

Leads a Merrill Wealth Management market by executing growth plans, managing profitability and risk, recruiting and developing advisors, and ensuring exceptional client experiences. Builds enterprise relationships, coordinates banking capabilities, represents the firm in the community, and fosters an inclusive, high-performance culture. Oversees operational excellence, regulatory controls, talent succession, and sustainable business growth.